Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $128B
1-Year Est. Return 29.36%
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.9B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$114M
3
+$111M
4
UNH icon
UnitedHealth
UNH
+$110M
5
LYB icon
LyondellBasell Industries
LYB
+$105M

Top Sells

1
+$267M
2
+$101M
3
+$95.1M
4
BAX icon
Baxter International
BAX
+$93.9M
5
KMB icon
Kimberly-Clark
KMB
+$92.5M

Sector Composition

1 Financials 17.55%
2 Technology 17.24%
3 Healthcare 14.81%
4 Industrials 10.33%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$907K ﹤0.01%
17,791
-21,831
927
$906K ﹤0.01%
9,423
-2,171
928
$900K ﹤0.01%
48,900
929
$899K ﹤0.01%
21,043
-14,146
930
$890K ﹤0.01%
22,793
-370,688
931
$885K ﹤0.01%
+40
932
$883K ﹤0.01%
+29,800
933
$864K ﹤0.01%
16,372
+326
934
$860K ﹤0.01%
13,528
+321
935
$842K ﹤0.01%
+13,600
936
$833K ﹤0.01%
6,688
-4,356
937
$827K ﹤0.01%
18,184
+211
938
$810K ﹤0.01%
+15,700
939
$808K ﹤0.01%
+5,800
940
$780K ﹤0.01%
33,900
941
$778K ﹤0.01%
13,200
-5,700
942
$776K ﹤0.01%
138,700
+65,600
943
$756K ﹤0.01%
+17,886
944
$711K ﹤0.01%
+552
945
$699K ﹤0.01%
+18,631
946
$694K ﹤0.01%
17,128
-99,148
947
$691K ﹤0.01%
17,745
+9,220
948
$686K ﹤0.01%
5,405
+4,324
949
$684K ﹤0.01%
6,095
950
$683K ﹤0.01%
10,556
-932,761
36 37
38
39 40